Why Real Estate Investment Trusts (REITs) Might Fit in Your Portfolio? | Portfolio Management

Portfolio Management | Connie Hill, CMT | 2-15-24

Utilizing REITs (an acronym for Real Estate Investment Trusts) as part of a balanced portfolio can assist in developing an income approach in your portfolio. In this session you’ll learn the risks and benefits of REITs as well as different types of REITs. We’ll run a screener to find some REITs and evaluate which ones to add to our class example portfolio.

Daily & weekly routines, allocation models, sector rotation, value, growth, and income investing!? How is a self-directed investor supposed to know where to start and what to do along the way? Join each week and build your confidence as your education coach illustrates how self-directed investors might tailor their own portfolio-management blueprint, no matter the account size.
0923-31BC

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#SchwabCoaching #TraderTalks #ConnieHill #DividendStocks #DividendPayoutRatio #DividendcoverageRatio #CashFlowPerShare #DividendPayingCompanies #REIT #REITs

[kenBard]

Great overview of REITS.... You'd asked about what to replace this with because of changes. Well I enjoyed your segment on ETF sector rotation and I have implemented that...for a portion of my portfolio. I still look at buying stocks, bonds, and working options. What I think you could do would be an idea on managing the over all portfolio, with ideas like your ETF rotation and with using other things like I am more or less segmenting my portfolio to keep it small enough to handle with # of investments, still nimble so that I can make adjustments... Sort of like my personal "ROBO" investment portfolio (as CS has one called ROBO)... (note, I started with a "ROBO" account but the "algorithm" kept plugging bonds last year when they were loosing...so it was not a very good monitor) so I closed it out... great job Connie and keep up the great work

[Red]

Very nice Connie. We have ABR reit. It is hard for us to determine ability to pay current or higher dividends as we understand the payout metric is not EPS but AFFO. Thanks for the lesson!